GET
/api/v1/fact-find/request/{factFindRequest_uuid}
curl \
--request GET 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"uuid": "81941963-a690-498f-a841-9c868e54fbf2",
"schema": {
"name": "Default fact-find",
"uuid": "370773ed-f384-4aab-b8e8-1595fde12f5a",
"created_at": "2025-08-07T13:41:45+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/cc0f02e3-f555-428a-9a25-78e931fbcae5",
"updated_at": "2025-08-07T13:41:45+01:00",
"archived_at": "2025-08-06T13:41:45+01:00",
"is_archived": false,
"sections_count": 5,
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
},
"status": "complete",
"account": {
"name": "Gareth Thompson",
"role": "client",
"type": "client",
"uuid": "f762174a-dcba-4acc-b7dc-365866e884b1",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-07T13:41:45+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:45+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"latest_file": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Welcome to Plannr",
"path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
"size": "21691783",
"tags": "App\\Http\\Resources\\TagResource",
"type": "type",
"uuid": "6bd6ea50-b33d-4c3e-a6d5-fbfe61ed5729",
"folder": "App\\Http\\Resources\\FolderResource",
"status": "uploaded",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"filename": "Welcome to Plannr.pdf",
"progress": "100",
"extension": "pdf",
"navigator": {
"model_type": "account",
"model_uuid": "1d1c6187-96ba-4c3c-8375-00502cedea6a"
},
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-07T13:41:45+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/b5d7fd54-6ba4-42d1-8dae-b4db9f9836b9/download",
"last_modified": "2025-08-07T13:41:45+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-07T13:41:45+01:00"
},
"completed_at": "2025-08-02T13:41:45+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/c88c0002-d1c7-4477-a400-98239492e22d/b96970a5-761e-421a-ab5b-e1f14607f385",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "7687db74-f5dc-4ea3-9916-94b6575147a6"
},
"uuid": "acf46c50-a462-4ad1-b6e9-60a5d88fa1c6",
"circle": {
"name": "The Codepotato Gang",
"uuid": "fff45273-880a-4012-943c-d7122801149a"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-07T13:41:45+01:00",
"expires_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"is_complete": false,
"completed_sections": 2
}
}